Only Financial, Investment & Tax Planning

FPSB works along with Members, practicing CFP professionals and subject-matter specialists from around the world to create standards for the financial planning profession. Here in 2025, lots of our graduates were taking jobs promoting insurance coverage, annuities, and dear monetary products; that they had no selection. He is also conducting workshops on personal finance for spreading financial literacy amongst the folks. The Financial Management department gives an Accounting diploma completion program to those who have already got an Accounting , Finance , or Financial Planning diploma or equivalent.

When I testified about this subject before the ERISA Advisory Council on May 28, 2015, I discussed the empirical evidence we have now about financial literacy and the way little folks learn about threat and find out how to manage threat. And if you happen to’re not a millennial then, you need to read on to assist the millennials at this time and help them stay out of those monetary pitfalls.

These sorts of individuals additionally are likely to admit when they are wrong more willingly and update their analysis utilizing the newest data obtainable, even if the new info would not reflect what they previously anticipated. To assist your kids study about the basics of business, making a revenue, assets and charitable giving, go to Rich Kid Smart Kid Using cartoons to instruct, the Rich Dad Organization has put together interactive studying instruments with age-applicable lesson for kids from kindergarten by twelfth grade.

Whether you’re planning for retirement, already retired, or in search of a highway-map that will help you reach other financial objectives, we’ll work collectively to make clear your choices. Andrew Head, CFP® and Dr. Ron A. Rhoades, CFP®, with contributions from other WKU’s Finance Department college, college students obtain a stable basis in the very broad, but very deep, areas of financial planning and investments. They’re not highly assured, do not stay on monitor, fail to realize targets and most do not have a monetary plan.